The Motley Fool

MAY 1, 2024

Investing in exchange-traded funds (ETFs) can be a great way to generate passive income. Many ETFs focus on holding income-generating assets like dividend-paying stocks or bonds. Dividend Equity ETF is a passively managed fund that aims to track the Dow Jones U.S. The Schwab U.S. junk bonds ). The Schwab U.S.

Exchange-Traded Funds 243

Exchange-Traded Funds Funds Portfolios Debt 243

The Motley Fool

FEBRUARY 7, 2024

This includes teaching them how to invest wisely in various assets, such as stocks, bonds, and fixed-income securities. So far, most of their investments have been individual growth stocks, but as their portfolios have increased in value, it's time to diversify their holdings with exchange-traded funds ( ETFs ).

Portfolios 246

Portfolios Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

JANUARY 25, 2024

Unlike other fund companies, Vanguard is owned by its funds, which are, in turn, owned by investors. This means that Vanguard operates in the best interest of its shareholders and can offer high-quality exchange-traded funds (ETFs) with minimal costs. But it also makes this Vanguard growth fund riskier.

Portfolios 244

Portfolios Funds Exchange-Traded Funds Assets 244

The Motley Fool

APRIL 27, 2024

But I recently put a significant amount of my wealth, about 12%, into an exchange-traded fund, or ETF. It was a big hole in my portfolio, but it presents a great opportunity for long-term investors. The biggest holding is still less than 1% of the total portfolio. I usually stay away from actively-managed funds.

Portfolios 246

Portfolios Exchange-Traded Funds Investing Liabilities 246

The Motley Fool

JUNE 16, 2023

When the biggest stocks outperform Most exchange-traded funds track popular indexes like the S&P 500 or the Nasdaq 100 , and among the top indexes in terms of popularity, the vast majority weight their component stocks by market capitalization. Narrower index ETFs are often even more concentrated.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Bidding Assets 246

The Motley Fool

MARCH 16, 2024

Since the start of 2023, this digital asset has soared 311%, thanks recently to the approval and launch of spot exchange-traded funds. But when comparing these two assets, it's strikingly obvious that the top cryptocurrency has a huge edge over the precious metal. Its price is in record territory as well.

Assets 188

Assets Exchange-Traded Funds Returns Investors 188

The Motley Fool

MAY 11, 2024

If you like to keep your investment life as simple as possible, then exchange-traded funds (ETFs) should be on your radar screen. A lot of dividend-focused exchange-traded funds look just at dividend yield. The unique portfolio construction here has material implications for dividend investors.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Assets Debt 246

The Motley Fool

MAY 24, 2024

Since individual retirement accounts (IRA) aren't tied to your employer, you'll have full control over the account and can invest in assets like exchange-traded funds and individual stocks to supercharge your investment portfolio. What stocks should you add to your retirement portfolio?

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Taxes Portfolios 246

The Motley Fool

DECEMBER 14, 2023

Academic studies have shown that one of the best ways to grow your money over time is to use a dollar-cost averaging strategy and buy low-cost, passively managed exchange-traded funds (ETFs) that track broad swaths of the market. Investing doesn't have to be stressful or even time-consuming. The BND tracks the Bloomberg U.S.

Portfolios 245

Portfolios Exchange-Traded Funds Taxes Funds 245

The Motley Fool

DECEMBER 13, 2023

In October 2022, the Motley Fool surveyed 1,200 Gen Z and millennial investors to see what they were holding in their portfolios. It turns out cryptocurrencies -- not stocks -- were the most-held assets among this age cohort. Bitcoin The starting point for any crypto portfolio should be Bitcoin (CRYPTO: BTC).

Assets 245

Assets Mutual Funds Investors Exchange-Traded Funds 245

The Motley Fool

FEBRUARY 28, 2024

Warren Buffett has a "secret" portfolio that contains two prominent Magnificent Seven stocks In 1998, Buffett's company completed a $22 billion acquisition of General Re. While the reinsurance segment was the catalyst behind the deal, General Re also owned a specialty investment firm known as New England Asset Management (NEAM).

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 238

The Motley Fool

MAY 1, 2024

A great way to invest in the S&P 500 without too much company-specific risk S&P 500 index funds like the Vanguard S&P 500 ETF (NYSEMKT: VOO) are designed to match the benchmark's index performance and invest in the stocks of the 500 companies that it is composed of. in each one.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Funds Stock Market 246

The Motley Fool

MAY 6, 2024

That's exactly why dividend investors looking for an exchange-traded fund (ETF) need to examine Schwab U.S. The point is that buying stocks based solely on yield will often result in a portfolio that's concentrated in a small number of sectors and often will leave you with at least a few troubled stocks. while Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Assets Accounting 246

The Motley Fool

MAY 27, 2024

A 13F is a required filing for institutions with at least $100 million in assets under management (AUM). Did you know Warren Buffett has a "secret" portfolio? Although the prize of this purchase was General Re's reinsurance operations, General Re also owned a specialty investment company -- New England Asset Management (NEAM).

Portfolios 130

Portfolios Exchange-Traded Funds Banks Liabilities 130

The Motley Fool

MARCH 23, 2024

Alternatively, some exchange-traded funds (ETFs) are equal-weighted, so company size and valuation have no bearing on portfolio allocation. Each stock held by these funds will contribute equally to overall performance. The Magnificent Seven offer a rare combination of reliability and above-average growth potential.

Exchange-Traded Funds 130

Exchange-Traded Funds Stock Market Stock Market Portfolios 130

The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Berkshire Hathaway CEO Warren Buffett.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

APRIL 17, 2024

In fact, you can buy certain kinds of assets with essentially no knowledge that are all but guaranteed to make you a millionaire over time. Here's one of the assets that can make that happen. Put your money into this ETF ETFs, or exchange-traded funds, are traded just like stocks. Image source: Getty Images.

Exchange-Traded Funds 244

Exchange-Traded Funds Investing Assets Stakes 244

The Motley Fool

SEPTEMBER 20, 2023

But what investors might not realize about Buffett is that he also strongly favors portfolio concentration. billion) of Berkshire Hathaway's $352 billion portfolio was invested in stocks housed in just four sectors of the market. Information technology: 47.28% of invested assets ($166.6 As of the closing bell on Sept.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

MAY 26, 2024

Day by day, Bitcoin 's (CRYPTO: BTC) unique characteristics, which make it unlike any other asset in the world, are becoming increasingly recognized and understood by investors. billion tied to Bitcoin ETFs, around 3% of its total portfolio. Reports suggest that around 10% of all the assets tied to the ETFs come from institutions.

Hedge Funds 246

Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 246

The Motley Fool

MARCH 29, 2024

Cathie Wood is the head of Ark Investment Management, which operates 14 exchange-traded funds (ETFs) focused on technological innovations. Bitcoin is trading near an all-time high right now and investors are as enthusiastic about its prospects as ever, but is Wood's forecast realistic? Image source: Getty Images.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds High Net Worth Individuals Financial Institutions 246

The Motley Fool

APRIL 23, 2024

If you're looking to gain exposure to cryptocurrencies in your portfolio, it's best to keep things simple and focus on the most valuable digital asset out there. A special asset Bitcoin is a breakthrough technology; never before could someone send money to someone else anywhere in the world digitally without the use of an intermediary.

Exchange-Traded Funds 245

Exchange-Traded Funds Assets Education Liabilities 245

The Motley Fool

JULY 21, 2023

Even if you add just $50 every week to your portfolio, if you do it consistently, those fairly small sums will add up and grow over years and decades. Here's a look at just how big your portfolio could grow from investments of $50 every week. And as you build up a bigger balance, your gains can accelerate markedly. Chart by author.

Portfolios 244

Portfolios Exchange-Traded Funds Investing Stakes 244

The Motley Fool

MAY 11, 2024

It has the largest market cap and property portfolio (over 15,400 assets) among net-lease real estate investment trusts (REITs). That makes sense, given that the industry is heavily reliant on debt to fund asset purchases. trillion in assets under management. And the dividend yield is near a 10-year high at 5.5%.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Asset Management Assets 243

The Motley Fool

FEBRUARY 5, 2024

New England Asset Management (NEAM) was one of these companies, and it has continued to operate as an independent unit that makes investments and manages assets for clients. Because of this dynamic, my colleague Sean Williams refers to NEAM as Warren Buffett's "secret portfolio." Image source: The Motley Fool.

Portfolios 130

Portfolios Exchange-Traded Funds Asset Management Conglomerates 130

The Motley Fool

APRIL 22, 2024

Yet there is a simple and straightforward solution to ensure your portfolio grows -- buy Bitcoin (CRYPTO: BTC). The big money is coming The approval of spot Bitcoin exchange-traded funds (ETFs) in January not only marked another milestone for the cryptocurrency but also opened the doors for a new set of buyers.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

The Motley Fool

MAY 10, 2024

The Invesco Semiconductors ETF (NYSEMKT: PSI) isn't the fastest-rising exchange-traded fund tracking the microchip industry. And it's only the fifth-largest ETF in this field, counting by the amount of assets under management. of the ETF's total portfolio. billion of assets under management.

Exchange-Traded Funds 130

Exchange-Traded Funds Stock Exchanges Funds Assets 130

The Motley Fool

MAY 30, 2024

Almost all of it -- somewhere around 90% -- is invested in one single asset. It's the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) It may seem crazy to have so much of my portfolio in just one ETF. What stocks should you add to your retirement portfolio? Image source: Getty Images. enterprises.

Funds 231

Funds Exchange-Traded Funds Stock Market Stock Market 231

The Motley Fool

APRIL 21, 2024

Count me in as a fan of exchange-traded funds (ETFs). A significant percentage of my investment portfolio is invested in several ETFs. I especially like Vanguard's funds because of their low costs. His Berkshire Hathaway portfolio owns this ETF. No stock makes up more than 0.78% of the fund.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Funds Portfolios 246

The Motley Fool

MAY 4, 2024

Because of their simplicity, exchange-traded funds can be the perfect fit for any long-term investor. Exchange-traded funds, or ETFs , are buckets of individual stocks that trade under one ticker. The idea of this fund is simple. Why would you own the fund instead of just buying Bitcoin?

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Exchange-Traded Funds Stock Market Stock Market 189

The Motley Fool

APRIL 29, 2024

Investing in exchange-traded funds (ETFs) can be a great way to generate truly passive income. They enable you to invest in a portfolio of income-generating assets you don't have to manage. The actively managed fund employs a two-part strategy to deliver on this objective. junk bonds ).

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Asset Management Funds 246

The Motley Fool

APRIL 5, 2024

While ARK's exchange-traded funds (ETFs) offer diversified exposure to various industries, its core holdings often revolve around a select group of innovative companies. The company is providing key services to the majority of the spot Bitcoin exchange-traded funds (ETFs) that recently launched.

Exchange-Traded Funds 242

Exchange-Traded Funds Financing Finance Accounting 242

The Motley Fool

NOVEMBER 5, 2023

Image source: Getty Images The idea of a bulletproof portfolio is something of a unicorn in the investing world. Before we explore the idea of a bulletproof portfolio, it's worth touching on what might happen if you don't invest your money. If 80% of your money is tied up in tech, it will hit your portfolio hard.

Portfolios 130

Portfolios Exchange-Traded Funds Accounting Legal 130

The Motley Fool

APRIL 20, 2024

One of my favorite vehicles for generating passive income is investing in exchange-traded funds (ETFs). The ETF has certainly lived up to its name over the past year, delivering premium income compared to other yield-focused asset classes. Image source: JPMorgan Asset Management. of the fund's net assets.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Asset Management Funds 246

The Motley Fool

DECEMBER 3, 2023

Successful investing is not a matter of luck or magic but of following some basic principles of modern portfolio theory. These principles help investors choose different asset classes, such as stocks, bonds, and precious metals, that can work together to achieve their financial goals. Image source: Getty Images. AMGN data by YCharts.

Portfolios 130

Portfolios Exchange-Traded Funds Assets Taxes 130

The Motley Fool

MAY 25, 2024

Risk assets usually perform better when interest rates are low. Cathie Wood, CEO and CIO at Ark Invest, believes spot Bitcoin ETFs will eventually capture about 5% of institutional assets under management, pushing the price of a single Bitcoin to $3.8 However, several Wall Street analysts see substantial upside for patient investors.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Exchange-Traded Funds Assets 246

The Motley Fool

APRIL 26, 2024

While I'm an avid individual stock investor, it's important not to overlook the wealth-creation potential of low-cost exchange-traded funds (ETFs). They can be a great supplement to a portfolio of individual stocks or a great way to invest all by themselves -- especially the low-cost index fund variety.

Portfolios 130

Portfolios Exchange-Traded Funds Stock Market Stock Market 130

The Motley Fool

MARCH 26, 2024

New headwinds emerge for Riot Platforms One big issue for cryptocurrency miners like Riot is the emergence of spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs). Analyst Reginald Smith of JPMorgan Securities said he feels the price weakness provides an opportunity to get a fine asset on the cheap.

Exchange-Traded Funds 239

Exchange-Traded Funds Assets Returns Portfolios 239